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Original filing (PDF)20250805134420NAL0004638626001
CHURNZERO, INC
Form 5500
FILING_RECEIVED
CHURNZERO 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
131
Accounts w/ balance
170
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
26 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "flexPATH Index Moderate 2055 Fund R1 Common Collective Trust" is 32% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHURNZERO, INC.
Plan sponsor
Name
CHURNZERO, INC
EIN
47-4149122
Address
1100 15TH ST NW, FL 4 · WASHINGTON, DC · 20005
Phone
(703) 721-4988
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Investments
11 direct securities · 26 pooled funds· $9.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$7.0M
26 holdings
Uncategorized
$2.1M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.9M | 32.0% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $980K | 10.8% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $824K | 9.1% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $739K | 8.2% | |
| Fidelity Blue Chip Growth Fund Class K Mutual Fund | — | — | — | $654K | 7.2% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $534K | 5.9% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $368K | 4.1% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $294K | 3.3% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | — | — | — | $188K | 2.1% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $180K | 2.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $137K | 1.5% | |
| C&S US REALTY A SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $134K | 1.5% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $134K | 1.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $124K | 1.4% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $123K | 1.4% | |
| BlackRock High Yield Bond Portfolio Class K Mutual Fund | — | — | — | $115K | 1.3% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $107K | 1.2% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $89K | 1.0% | |
| American Funds New World Fund Class R-6 Mutual Fund | — | — | — | $78K | 0.9% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $60K | 0.7% | |
| FLEXPATH CON 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $57K | 0.6% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $33K | 0.4% | |
| flexPATH Index Moderate Retirement Fund R1 Common Collective Trust | — | — | — | $26K | 0.3% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $26K | 0.3% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $24K | 0.3% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $23K | 0.3% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $23K | 0.3% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $16K | 0.2% | |
| Janus Henderson Developed World Bond Fund Class N Mutual Fund | — | — | — | $14K | 0.2% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $13K | 0.1% | |
| flexPATH Index Aggressive Retirement Fund R1 Common Collective Trust | — | — | — | $13K | 0.1% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $13K | 0.1% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $8K | <0.1% | |
| CORE PLUS BOND II I1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $5K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 Money Market Fund | — | — | — | $4K | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
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